Jeffrey Patterson is a financial advisor at Patterson Partners Ltd. with 6 years of industry experience. He has worked at Bermuda Electric Light Company for seven years and has served in the Royal Bermuda Regiment since 1990. Patterson Partners Ltd. is a fee-only registered investment adviser serving a select group of individuals, families, trusts, and charitable entities, including high-net-worth clients. The firm uses a proprietary Life+Wealth Investing™ framework and offers investment management, financial planning, and specialized cross-border and tax-related services.

Curtis Patterson is a financial advisor at Patterson Partners Ltd. with one year of industry experience. He has been with Patterson Partners Ltd. since 2019 and previously worked at the Royal Hamilton Amateur Dinghy Club and New York Film Academy. Patterson Partners Ltd. is a fee-only registered investment adviser serving individual clients, families, trusts, and charitable entities, including high-net-worth individuals and professionals. The firm employs a proprietary Life+Wealth Investing™ framework and offers services such as investment management, financial planning, U.S. tax compliance, and cross-border financial solutions.

Jennifer Patterson is a CFP® professional with 20 years at Patterson Partners Ltd. and six years of industry experience. She has worked exclusively with Patterson Partners Ltd. since 2006. Patterson Partners Ltd. is a fee-only registered investment adviser serving a select group of individuals, families, trusts, and charitable entities, including high-net-worth clients and professionals. The firm employs a proprietary Life+Wealth Investing™ framework and offers discretionary portfolio management with a core-satellite approach, focusing on cross-border and complex tax and reporting matters.